For families with special needs, financial planning is not just about securing a future. Their idea behind the planning is to ensure dignity, care, and stability for loved ones. Christian Urbina, CFP® ...

In today’s complex financial landscape, navigating the intricacies of planning for individuals with special needs or disabilities presents unique challenges. This is particularly true for families and ...

When it comes to securing the financial future of individuals with special needs, traditional planning falls short. Advanced special needs planning requires a comprehensive and tailored approach to ...

Raising a child with special needs presents unique and long-term financial planning considerations. Parents need to focus on ...

Overall, there are about 42.5 million Americans who live with disabilities, making up 13% of the population, according to 2021 Census data. This group includes people who have hearing, vision, ...

What’s so special about working with families caring for individuals with special needs? The question is personal for Melissa Weisz, a wealth advisor and associate partner at Corient Private Wealth in ...

Cindy Haddad and her colleagues at Affinia Financial have doubled client assets to $418 million in the past four years because of their expertise in providing special-needs financial planning to ...

The generosity of family and friends who want to financially help families with children with special needs can sometimes backfire by costing the family money, according to Rich Yam, a Wealthspire ...

An expert Q&A on Medi-Cal, which is California’s version of Medicaid, and other special needs planning considerations for California residents. When planning for individuals with disabilities, it is ...

Devon County Council wants to transform its services for children with special educational needs and disabilities (Send). The council said it wanted to focus on early intervention, getting children ...